HEA - Employee Benefits Account Manager

Overview

Alera Group is looking for an Employee Benefits Insurance Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

• Take primary ownership of assigned clients by managing service plan requirements, proactively adding value each year, and focusing on retention and growth of existing business.
• Build and maintain strong client relationships by addressing specific needs, resolving service challenges, handling carrier shortcomings, and managing claims or concerns effectively.
• Participate in client meetings with a structured process—asking key questions, setting clear expectations, and demonstrating confidence to ensure clients follow recommendations.
• Manage an assigned book of business, clearly documenting all correspondence, interactions, and updates within the agency management system for accuracy and compliance.
• Partner with Account Executives and the Employee Benefits Team to provide research, resolve eligibility / claim issues, maintain self-funded / TPA relationships, and deliver backup support when needed.
• Oversee ancillary benefit renewals, open enrollment coordination, and benefit administration for assigned clients, ensuring seamless execution and client satisfaction.
• Contribute to organizational efficiency by embracing the company's new account hand-off process and identifying opportunities to enhance workflows, technology, and team operations.

Qualifications

Additional Information

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We\'re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understandwhat personal information we may collect and use as part of your application process.

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